Fort Point Capital Partners’s Altria Group MO Stock Holding History

Fort Point Capital Partners’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510K	Buy	7,606 +189	+3%	+$12.2K	0.06%	144
2025 Q4	$457K	Hold	7,417	–	–	0.05%	153
2025 Q3	$498K	Buy	7,417 +511	+7%	+$32.4K	0.06%	146
2025 Q2	$412K	Buy	6,906 +98	+1%	+$5.75K	0.03%	245
2025 Q1	$409K	Buy	6,808 +457	+7%	+$25K	0.05%	227
2024 Q4	$332K	Buy	6,351 +1,000	+19%	+$53.3K	0.04%	251
2024 Q3	$273K	Sell	5,351 -50	-0.9%	-$2.53K	0.03%	247
2024 Q2	$246K	Sell	5,401 -40	-0.7%	-$1.77K	0.03%	279
2024 Q1	$237K	Buy	+5,441	New	+$226K	0.03%	288
2023 Q4	–	Sell	-7,980	Closed	-$336K	–	313
2023 Q3	$336K	Sell	7,980 -915	-10%	-$40.4K	0.05%	193
2023 Q2	$403K	Sell	8,895 -438	-5%	-$19.8K	0.06%	183
2023 Q1	$416K	Buy	9,333 +3,376	+57%	+$155K	0.06%	182
2022 Q4	$272K	Sell	5,957 -3,390	-36%	-$154K	0.04%	217
2022 Q3	$377K	Buy	9,347 +1,094	+13%	+$47.7K	0.06%	176
2022 Q2	$345K	Sell	8,253 -460	-5%	-$23.8K	0.06%	201
2022 Q1	$455K	Buy	8,713 +437	+5%	+$22.3K	0.06%	182
2021 Q4	$392K	Buy	8,276 +2,070	+33%	+$94.9K	0.05%	194
2021 Q3	$282K	Buy	+6,206	New	+$300K	0.04%	199
2018 Q2	–	Sell	-4,240	Closed	-$264K	–	146
2018 Q1	$264K	Sell	4,240 -1,257	-23%	-$83.3K	0.1%	124
2017 Q4	$395K	Buy	+5,497	New	+$368K	0.18%	81
2016 Q4	–	Sell	-16,466	Closed	-$1.02M	–	134
2016 Q3	$1.02M	Buy	+16,466	New	+$1.09M	0.46%	45
2014 Q4	–	Sell	-6,477	Closed	-$298K	–	71
2014 Q3	$298K	Buy	+6,477	New	+$277K	0.22%	46
2014 Q2	–	Sell	-7,267	Closed	-$272K	–	44
2014 Q1	$272K	Buy	+7,267	New	+$264K	0.26%	33

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort Point Capital Partners's MO Position: Q1 2026 in Review

Fort Point Capital Partners increased its Altria Group (MO) stake by 2.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 7,606 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #144.

Fort Point Capital Partners first reported a position in MO in Q1 2014 and has held it in 23 quarters since. The position peaked at $1.02M in Q3 2016. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Fort Point Capital Partners held 7,606 shares of Altria Group worth $510K as of Q1 2026.
Fort Point Capital Partners bought 189 Altria Group shares in Q1 2026, an estimated $12.2K.
Altria Group made up 0.06% of Fort Point Capital Partners's portfolio in Q1 2026, its #144 holding.
Fort Point Capital Partners first reported a position in Altria Group in Q1 2014 and has held it in 23 quarters since.
Fort Point Capital Partners's Altria Group position peaked at $1.02M in Q3 2016.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.